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Panel Podcast - Is the Trump Trade played out?

Financial markets have seen some extraordinary moves over the last month- few of which feature in the ‘Trump Trade’ playbook. Changes and postponements to new US policy have brought heightened uncertainty and market volatility.

Today we will discuss whether we have reached an inflection point in the Trump Trade, since the ‘America First’ agenda is boosting interest in markets elsewhere. We also consider the impact on our tactical asset allocation.

Presented by Aymeric Forest CFA, Head of Investment Strategy, Andreea Condurache CFA, Portfolio Manager and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist.

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